See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,790 | $105,860-54.9% | $90,749-47.3% | $134,475-64.5% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -14.80% | -11.01%-3.8pp | -12.16%-2.6pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,223 | $3,462-35.8% | $2,921-23.9% | $4,740-53.1% |
| Participant deferral / active EE | $7,301 | $5,216+40.0% | $4,564+60.0% | $6,400+14.1% |
| Admin fee / account holder | $3,508 | $13,938-74.8% | $8,445-58.5% | $11,426-69.3% |